Is EWBC's Q1 2025 forecast signaling continued growth?

East West Bancorp's (EWBC) Q1 2025 earnings forecast suggests a positive outlook for continued growth, despite some adjustments by analysts. Here's an analysis based on the latest estimates and market sentiments:

1. **Earnings Per Share (EPS) Estimates**:
- Zacks Research initially decreased Q1 2025 EPS estimates in October 2024, anticipating $2.06, which was a cautious adjustment due to potential credit risks.
- However, in September 2024, Zacks Research increased its EPS estimates to $2.06, indicating a potential reversal of the earlier more conservative stance.
- Wedbush, on the other hand, lowered its Q1 2025 earnings per share estimates, expecting $1.99 per share.

2. **Revenue Estimates**:
- The estimated revenue for Q1 2025 is $660.48 million.
3. **Analyst Guidance and Market Sentiment**:
- East West Bancorp anticipates end-of-period loan growth between 4% to 6% in 2025, driven by strong Corporate and Commercial International (C&I) segments.
- Despite some adjustments in estimates, the overall guidance from Zacks Research suggests a positive outlook, which is consistent with the expectation of continued growth.
4. **Conclusion**:
- The mixed signals from analysts' estimates (increases and decreases) might reflect a balanced view of potential risks and opportunities.
- The bank's strategic focus on managing credit risks while expecting growth in key segments like C&I loans indicates a proactive approach to maintaining financial health and driving growth.

In summary, while there are some adjustments in estimates, the overall forecast for EWBC's Q1 2025 earnings suggests a positive outlook for continued growth, supported by the bank's strategic positioning and guidance for loan growth.